SFM
HNW

Signet Financial Management’s Pioneer Diversified High Income Fund HNW Stock Holding History

Signet Financial Management’s Portfolio HNW Stock Details HNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-568
Closed -$8K – 481
2018
Q3 		$8K Hold
568
– – ﹤0.01% 667
2018
Q2 		$8K Hold
568
– – ﹤0.01% 650
2018
Q1 		$9K Buy
+568
New +$8.71K ﹤0.01% 594

Other funds holding HNW

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Signet Financial Management's HNW Position: Q4 2018 in Review

Signet Financial Management sold out of Pioneer Diversified High Income Fund (HNW) in Q4 2018, closing a stake of 568 shares — an estimated $8K sold.

Signet Financial Management first reported a position in HNW in Q1 2018 and held it in 3 quarters. The position peaked at $9K in Q1 2018. 35 funds tracked by Wall St. Rank hold HNW as of Q4 2018.

  • Signet Financial Management reported no remaining Pioneer Diversified High Income Fund position as of Q4 2018 after selling out during the quarter.
  • Signet Financial Management sold 568 Pioneer Diversified High Income Fund shares in Q4 2018, an estimated $8K.
  • Signet Financial Management first reported a position in Pioneer Diversified High Income Fund in Q1 2018 and held it in 3 quarters.
  • Signet Financial Management's Pioneer Diversified High Income Fund position peaked at $9K in Q1 2018.
  • 35 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.